JPOS Updates
July 2014
JPOS touchPOS -
- added ability to pick Scale Item by PLU (UPC)
- fixed the right-click in QuickList issue - if you right-clicked a QuickList button that was located where the subsequent
button choices would appear, the right-click also caused the button under the mouse pointer to be clicked.
JPOS BackOffice -
- added ability to email reports - added the Email Report option to the context menu (right-click in any report)
- added ability to email statements for all active customer charge accounts - added the Email Statements to Customer menu at top of screen.
June 2014
JPOS eLiquor -
- created interface for liquor pricing monthly updates from Pine State (liquor distributor in Maine as of 2014)
November 2011
JPOS All Programs -
- added Email Invoice/Receipt - Stop wasting paper! Email that invoice or receipt
to your customer. The "Email" button has been added to the "Print
Receipt" dialog box.
- improved search - added ability to combine filters when searching for items -
for example: you can find an item containing "BOX-MEN" (meaning find BOX
but don't include items with MEN in description) from the "Tobacco"
department from "Pine State Trading Company"
JPOS BackOffice
- added the user name to the column in reports that used to include only the user's
ID
July 2011
JPOS All Programs -
- added Gift Card Server - allows multi-store retailers to use gift cards across
all sites without the expense to setting up and maintaining a VPN. Also added a
"Test GiftCard server" button to list of support buttons.
- added Time Clock Server - allows multi-store retailers to use time clock data
across all sites without the expense to setting up and maintaining a VPN
- added End To End Encryption (E2EE or E3) of bank card transaction data - new credit
card hardware is available which encrypts bank card data immediately as the card
is swiped. It dramatically reduces risks associated with handling bank card data.
JPOS touchPOS
- changed from 6 quick buttons to 28 - these buttons are on the "Sale"
screen and used for items without barcodes such as COFFEE SM, COFFEE LG, FUEL, ONLINE
LOTTERY, etc. Now there are 28 buttons (2 lists of 14 buttons each).
- moved QuickList buttons - moved buttons to same area as the quick buttons so they
no longer cover function buttons when they are displayed.
JPOS touchPOS - JPOS onOrder
- added feature - custom notes for menu items - when ordering items from the food
menu, you can create and save a custom note such as "DO NOT CUT IN HALF"
or "extra extra extra salt!". Custom notes appear in a list when adding
notes to an item so you can quickly select it rather than type it in again and again.
- change - ordering 1/2, 1/3, etc., menu items now prompt for the other parts -
eliminates mistakes such as server accidentally ordering a 1/2 10" and a 1/2
16" pizza.
- added/changed feature - in touchPOS, right-click on an item in the transaction
to access "Edit Item", "Line Item Discount" and "Price
OverRide" functions, double-click to Edit the item. In the touchPOS Menu program,
double-click OR right-click on a menu item in the order to access "Re-Size",
"Edit Link Item", and "Add Note" functions. In the onOrder program,
double-click OR right-click on a menu item in the order to access "Re-Size",
"Edit Link Item", "Add Note" and "Price Adjust" functions.
- fix - found that the calculation for "Safe Drop" feature was not including
Cash Paidouts. Found that if the Safe Drop Threshhold amount changed, the calculation
continued to use the "old" amount until the cashier signed out and signed
back in.
- change - Customer Display Setup - consolidated options into one window and added
a layout legend that makes it easy to see the ad layout.
JPOS BackOffice
- change - added a column for department name to the Inventory Snapshot so you can
sort by department
- added feature - a “Select Department” choice so you can do a snapshot for just
one department as well as ALL departments
- added feature - When comparing snapshots, once you’ve selected the first snapshot,
"Browse for 2nd snapshot" automatically filters for a snapshot containing
the same department items (or if the 1st snapshot is an "ALL Department"
it will only allow selection of a 2nd "ALL Department" snapshot)
- fix - a seemingly non-functioning "Import Inventory from File"
- added - ability to restore the inventory to a previous snapshot
August 2010
JPOS All Programs -
- add network connection test - if unable to connect to JPOS folder the program
will attempt to un-map a network share that may have been previously established
using invalid credentials
- added troubleshooting info - when unable to connect to network
JPOS touchPOS / onOrder / BackOffice -
- added feature - "Send Message to JPOS" - allows users to quickly send
a message to JPOS main office. It does not require email to be set up at the retail
location. Once the message is received at JPOS, it is converted and sent out immedeiately
via email to appropriate JPOS personnel
- added feature "Test Internet Connection" - allows user to quickly test
their internet connection. Crucial for retailers using the internet to process bank
cards
- added ability to centralize Time Clock files - this allows multi-site retailers
to consolidate employee shifts across all sites
July 2010
JPOS BackOffice -
- columns in reports can now be arranged in any order and are remembered for each
report
JPOS touchPOS / onOrder -
- multiple sales tax rates can be applied to the same item - Massachusetts recently
allowed individual towns to implement a tax (0.75%) on prepared foods that is in
addition to the state tax - before the update, items could only be assigned to one
tax rate
- added an option to allow cashiers to enter a date of birth for alcohol & tobacco
purchases - the date is stored with the transaction notes and will print on the
sales receipt
June 2010
JPOS BackOffice -
- reports showing Customer count now use guest count - if guest count is zero (transactions
not involving menu orders) the customer count is set to 1 so this change is transaparent
to users not using the onOrder program
- reports can now be further customized - the columns can be dragged into whatever
order the user desires. The new column order will be remembered for each report
JPOS touchPOS / onOrder -
- split order routine - it is easier to set the location of the original and the
new orders
- split order routine - double click a line item to send it to opposite order window
- improved the menu order erase routine - orders are supposed to be removed from
the system once they are paid for - if an order was recalled, all items were voided,
then the order was again recalled and cashed out, it would not be removed - this
has been fixed
JPOS Bottle Redemption -
- bottle return amount for an item is now 3 decimal places - for example: a user
can now set the bottle return amount for an item to 5.5 cents (five and a half cents)
April 2010
JPOS BackOffice -
- added Loyalty List button which shows all loyalty eligible items in the database
- added item count to "What's On-Sale" report
- added a department choice to the Profit by Day report. Before it was a total of
sales across all departments. Now you can choose all or one specific department.
- added a Department column to the Extras > Suspect Inventory report
JPOS touchPOS / onOrder -
- late rental fees - now also record the name of item (movie title) under the customer's
notes
- added "L" to the end of the line item on receipts to mark the items
on which the customer earned Loyalty credit
- added the Loyalty amount to be earned on the "Swipe Loyalty Card" screen.
- added capability to password protect the three Misc Tenders - The set up of password
protection is found under Program Settings, on 2nd Security tab.
- added "Sort by ID" button to Split Order window to facilitate splitting
checks
- added Menu Heading description and image fields to be used with JPOS WebOrder.
With a menu heading (category) such as Panini Sandwiches you can take one picture
of a panini sandwich to display at the top of the Panini Sandwich page and set the
Heading description to: Ciabatta bread grill in a sandwich press, filled with your
choice of meats, cheeses and fresh veggies. Delizioso! You can still set a picture
and description for each individual item.
JPOS eInvoice -
- Added On Sale Retail and On Sale Cost to list of update parameters. With this
change you may for example: set your own sale pricing but still use the wholesaler's
suggested retails for non-sale items.
JPOS timeClock -
- fix - when signing out the display would show an incorrect time for the start
of shift
JPOS Bottle Redemption -
- added a link to customer at the end of bottle transactions so you can now get
a report on that customer/bottle drive group. The report is in Bottle Redemption
> Reports > Customer Report ... choose date span and customer/bottle drive
group. Useful for tallying multiple transactions such as during a bottle drive that
may span a number of days.
March 2010
JPOS touchPOS / onOrder -
- The total sales of the departments selected when setting up the Net Cash Report
will now print on the cashier's shift report. This addresses the request to
see for example FUEL sales on a shift report. The total will be listed as Gross
Sales Category 1. Gross Sales Category 2 is the total of all other departments.
The shift report was designed to report what is supposed to be in a cashier's
drawer at the end of their shift. The details of how those figures are calculated
have always been and still are in BackOffice reports.
- The "Final Check": button can now be use on all transactions. Previously
you could only print a final check (this check shows TIP and TOTAL lines) for a
menu order transaction. Service based retail locations have requested this change
so that they might more easily receive tips for services.
February 2010
JPOS touchPOS / onOrder -
- added feature "Sub IDs" which allow a server to assign line items in
a menu order to a particular person at a table. This is helpful when delivering
the food to a group of people, and also when splitting checks.
- changed the way order IDs are generated - Now all orders are saved under the current
server's ID. Before, generic orders (Take Out, Phone In, Eat Here) were given
a "99" ID.
January 2010
JPOS touchPOS / onOrder -
- added ability to specify which tenders (forms of payment: cash, check, credit,
etc) are valid for each item. For example: you can specify that lottery tickets
can not be paid for with Gift Cards.
November 2009
JPOS onOrder -
- added "Transfer" button to the Active Order screen - a server can transfer
a tab to another server. The server that will be receiving the tab will have to
enter their password. This ensures both parties are aware of the transfer.
- added "Combine" button to the Active Order screen - you can now combine
2 or more orders into a single order - ie. 1 person wants to "pick up the tab"
for multiple orders - highlight the first order, click "Combine". A dialog
box will appear with the order number in the list. Click "Add more orders...".
Now select another order to combine with the first order you selected, click "Combine"
- repeat until all orders to be combined are listed then click the "Combine"
button in the Combine Orders dialog box. After orders have been combined, you can
still add items to the order just like any other order.
- added ability to rename the "Location/ID" for an order - right-click
with a mouse (or hold your finger down for a few seconds on most touchscreens) on
an order in the Active Orders list. A dialog box will appear to allow you to rename
the Location/ID.
- added a prompt to the JPOS TimeClock program that will notify a server if they
have open/active orders.
- added a user defined message to the bottom of printed order checks - the message
can be any length and prints below the Total line and above the Signature line.
October 2009
JPOS BackOffice -
- added more functionality to the context menu (right-clicking) in reports.
The context menu now includes:
- "Send Selected" - (applies to all reports) - allows you to quickly create
a sub report (ie. from a Department Sales report you could send just the CIGARETTES:FULL
REVENUE, CIGARETTES:GENERIC, CIGARS and the TOBACCO line items to a new report to
quickly see a subtotal of all tobacco related sales.)
- "Show Statement" - (customer based reports) - allows you to quickly create
a Statement report
- "Show Sales" - (item based reports) - get a Sales report for that item
- "Move Selected Items Into Group" - (item based reports) - highlight the
items you want to move into a Group, right-click on one of the highlighted items
then select a group to move them into. (you can also take items out of groups by
selecting "** n/a **")
- "Show Department Sales" - (department based reports) - get a Sales report
showing the sales of all items in the selected department
JPOS touchPOS / onOrder -
- added "My Orders" button - displays only the "Tab" orders
for current user
- the order list now displays the item description from the menu and not the linked
item name, it also indents Options (ie. green pepper) under the main items (ie.
Salami Italian) making it easier for servers to locate the correct order.
- added checkbox option to "Show orders for current user only" - when
checked causes Order List to display only the Tab orders for the current user/server.
- voided items from a previously created order are saved to a new order. The Location
field will contain a reference to the original order.
- added "Use Subtotal Prompt" to the Program Settings dialog box under
the "Subtotal" tab - you can enter a message that will appear every time
a cashier enters the Subtotal screen. It can be a reminder to upsell or ask if the
customer has pumped gas, etc.
- fixed the customer display screen - if the monitor used for a customer display
is not properly set up in Windows (or simply not turned on) the customer display
screen (ads and transaction item list) will not appear on the cashier's screen.
The user will also see an error message and then be allowed to change the customer
screen resolution. The resolution should be changed to 0 width and 0 height if not
using a monitor for a customer display.
General -
- discontinued the use of "Arial Narrow" font. - sometimes caused the
automated installation of touchPOS and onOrder to fail as well as often requiring
a re-boot to complete an intall. This change in font required a new look for many
of the screens/dialog boxes.
August 2009
General -
- Added ability to set user permissions for more of the JPOS programs (TimeClock,
TimeClock Report, eLiquor, Connection Setup, Bottle Redemption, Cashier Utility)
After updating to this new version, distributors will be required to set the permission
for the administrator to allow access to the Cashier (or SignOn) Utility
- changed the install script for some of the JPOS programs to simply copy the Arial
Narrow font to the "Program Files\JPOS touchPOS" folder instead of trying
to install it in the "Windows\Fonts" folder. This should remedy the installation
error associated with trying to re-install the font.
JPOS onOrder -
- fixed feature - Credit, Debit "Ineligible" not working
JPOS eLiquor -
- added 2 more auto-fill fields (Alt Search and Unit of Measure Value). The "Alt
Search" field is populated with Maine Beverage's Category, Proof and Size
info. This facilitates searches such as "cordial" or "VODKA + 1750".
The Unit of Measure Value field is used to show cost per ounce on invoices to restaurants.
JPOS touchPOS -
- now you are required to enter an amount for the 3 Misc Tenders (in Subtotal).
Previously, you could hit a Misc Tender button without first entering an amount
and the software would assume the full amount of the transaction was paid and finalize
the transaction.
- the dollar amounts from JPOS Redemption Bottle Slips now are attributed to Bottle
Tender instead of negatively affecting Gross Sales
- added ability to set up a new Gift Card for transactions involving a negative
total (bottle refund, item refund). This allows you to add a new Gift Card from
within the Subtotal screen and load it with the refund amount.
June 2009
All Programs -
- The printer setup has changed. Now there are 12 printers that can be set up in
JPOS. They can also be named something friendly. There used to be 7 printers
that were hard coded. They were called: Report, POS, Bar, Kitchen1, Kitchen2,
Other, Slip. Printer paramters have been removed from the General Program Settings
form and placed on the Printer Setup form. The name you assign each printer is what
appears in the drop down box in the onOrder program and on the Choose Printer dialog
box.
JPOS TimeClock -
- added Gross wages to the time clock report. This helps you to calculate the cost
of operation.
- When signing in or out, the employee can now print their own shift report. They
specify a starting & ending date, click OK then the report will print to the
local receipt printer.
JPOS Payroll -
- merged JPOS TimeClock & Payroll functions. In JPOS Payroll > Record Paycheck,
you can now select the starting & ending date and data, then click the "Get
Hours" button. The fields for Regular and Overtime hours will be automatically
filled in. You can also click the "Time Sheet" button to view the shifts
of all employees for the selected period.
JPOS OnOrder -
- added feature - Forced Modifiers - Options can be set up as prompts. Up to 9 prompts
can be assigned to a menu item. Example: You order a Haddock Plate, the program
now can prompt you for Batter or Crumbs then another prompt can appear for
French Fries, Baked Potato, Rice Pilaf. You have always had the choice, this
new feature simply ensures that the order taker chooses an option so the kitchen
won't have to ask. Other prompts could be set up to up-sell a customer.
Example: Would you like Fries or Onion Rings with that?
- Menu items can now be sent to 2 kitchen printers. Example: A Surf & Turf entree
- A grill printer will now print the slip for the steak portion and the seafood
printer will print for the seafood.
- Options can now be assigned to a printer. Before, any options were sent to the
printer assigned to the menu item the option was a part of. Now the baked potato
can be sent to the Bake printer while the steak slip prints on the grill printer.
- You now have the option of sending/not sending menu items to an expeditor
printer.
- The Finish Order screen now shows a preview of the order to allow your employee
to confirm the details of the customer's order.
- In the Stand-Alone version of JPOS onOrder, when you select "Finish
& Pay Now" the customer copy of the order does not print until the transaction
has been completed. When it does print, it is formatted as a normal receipt with
the addition of the order details.
JPOS BackOffice -
- The Reconcile Drawer form now has a check box for "Show Active Only".
This causes only the employees that worked on the date specified to appear in the
drop down list.
- QuickBooks (Intuit) - Removed the "pre-test" for all departments and
other links to QB. What happens instead is if a JPOS account is non-zero, then the
JPOS to QB link for that JPOS account is checked to see if it exists. If it doesn't,
you get an error message and a chance to correct it (create the QuickBooks account)
on the fly.
There are now 12 printers that can be set up in JPOS. They can also be named something
friendly such as
Pizza or
Grill.
JPOS TouchPOS -
- Quotes now include descriptions and images from each item's properties.
- You can now set up 4 different levels prices for each item. Allows you to set
up 4 levels of wholesale pricing for your customers, or offer a "Cash"
price on certain items...
- Added $50 Cash and $100 Cash quick buttons to the Subtotal screen
November 2008
All Programs -
- increased item Name field from 24 to 40 characters.
- increased UPC field from 14 to 16 characters
- added ALT SEARCH field - It holds 24 characters. This field is another field that
can be searched in addition to NAME, VENDOR CODE, DEPARTMENT, UPC, etc. It can be
used to hold info such as an author's name, a wine's vintage (2002), a DVD's
genre (comedy, action, sci-fi), product material (stainless, brass, cotton, silk),
product origin (USA, China, Biddeford), etc. This field is optional.
- added WEB AVAILABLE checkbox. This is used to make items available/unavailable
for sale on the internet using JPOS WebOrder program.
- added ADJUST / ORDER field. - Use this field to enter the amount of: buydowns,
fuel surcharges, shipping costs or any other type of up-charge or discount for the
item. A discount should be entered as a negative number. Example: A carton of cigarettes
may have a $5.00 buydown from the manufacturer. For this example you would enter
a negative $5 (-5.00) in the ADJUST / ORDER field. The buydown would be entered
as a negative since it is coming off the cost of the carton of cigarettes.
- added a checkbox to the right of the ADJUST / ORDER amount field. - This is used
when calculating the total cost of inventory orders created / received. When this
box is checked, the amount entered in the ADJUST / ORDER field will be included
in calculating the cost of the item when creating and receiving orders. Check the
ADJUST / ORDER checkbox if for example: Your wholesaler charges $26.00 for a WIDGET.
Your wholesaler also charges a $3.50 fuel surcharge for each WIDGET you order. If
you order 10 WIDGETS, the invoice total will be $295.00 ($260.00 for ten WIDGETS
plus $35.00 for ten fuel surcharge fees). In this case, the $3.50 is included on
the invoice and must be considered when calculating the total cost of the order
being received. Do NOT check the box if for example: The ADJUST / ORDER amount is
not included on your invoice, for instance when the ADJUST / ORDER amount comes
directly from the manufacturer instead of the wholesaler, (ie. cigarette buydowns).
- added MAX QTY field - This field is used to limit the quantity of "special
sale" items or restricted items (cartons of cigarettes)that can be sold in
any single sales transaction. For example: if you enter 3 in this field, the program
will not allow the cashier to sell more than 3 of this item in one single transaction.
Items in identical "QTY GROUPS" (new field - described below) will be
added together during a transaction to make sure the total quantity does not exceed
the amount entered in this field. Enter 0 if there is no limit on this item.
- added QTY GROUP drop down - This field is used in conjunction with the MAX QTY
field (described above). Use this to limit the quantity of items that can be purchased
in one transaction. Items in the same QTY GROUP will be added together during a
transaction to make sure the total quantity does not exceed the amount entered in
the MAX QTY field. If no other items are similar to this item then select "********
n/a *********". This field is also searchable.
- added DESCRIPTION field - This field holds 256 characters which can be used to
further describe the item. The text in this field may be displayed on the internet
when using the JPOS WebOrder program.
- added IMAGE field - This field holds the path to a picture of the item. The image
in this field may be displayed on the internet when using the JPOS WebOrder program.
JPOS touchPOS -
- added "Wholesale" discount pricing function - To use Wholesale pricing:
enter 1 in the Tier 2 Qty field, then enter the wholesale price you want to charge
for the item in the retail field. In the Subtotal screen, click the Wholesale button
to use wholesale prices. Items that do not have a wholesale price are unaffected
by the Wholesale button.
- improved the "repeat" response time for JPOS touchButtons. Now when
hitting the same button multiple times such as VOID LINE, the response from the
button is able to keep up.
- added CRV tax calculation option for California.
BackOffice -
- added START OF BUSINESS DAY time field - This is for a business that closes after
12:00 midnight. Previously, reports used a 24 hour clock starting from 12:00:00
midnight and ending at 11:59:59 pm. This made it difficult to reconcile a shift
that ran from 9:00 pm to 1:00 am the following day. All reports will still use a
24 hour clock but now the reports will start from the time entered in the START
OF BUSINESS DAY field and will end 1 second before the next start of the business
day. Example: For a bar that is open until 1:00 am, you may want to enter 1:30:00
am (hour:minute:second) in the START OF BUSINESS DAY so there will be enough time
for cashiers to enter last minute transactions. Now when reconciling a cashier's
drawer for 11/01/2008, the totals will come from all of transactions for that cashier
that occurred between 1:30:00 am 11/01/2008 and 1:29:59 am 11/02/2008.
August 14, 2008
BackOffice -
- QuickBooks Integration - the Receive Order screen now has Post and Do Not
Post options. The setting is remembered for each vendor. This will allow
you to avoid posting to QuickBooks inventory accounts twice: once when the Cash
PaidOut occurred and once when the invoice was received.
JPOS touchPOS -
- added ability to enable / disable program buttons (Debit, Charge, Bottle, Read
Scale etc.) Two new menu options have been added under JPOS touchPOS > Setup:
Enable/Disable Register Buttons and Enable/Disable Subtotal Buttons
- added feature - the touchPOS program takes an inventory snapshot each time a cashier
signs out
- moved the backup routines out of JPOS touchPOS and into a new program called:
JPOS AutoBkUp. This improves on a number of issues:
- Backups occur even when a computer is not signed into JPOS touchPOS.
- Office computers (rarely run the touchPOS program and therefore never do an automatic
backup) will now run auto backups.
- Older, slower computers would sometimes slow down or appear to freeze while an auto
backup was being done. This doesn't happen any more.
- JPOS touchPOS startup response time is much faster.
- Cashiers no longer have to wait for the backup to finish.
- JPOS AutoBkUp runs in the Windows Systray. You can visually verify at all times
that it is running.
- You can easily check the date and time of the last backup.
- Each computer using JPOS AutoBkUp will have 8 redundant backup folders created
automatically
- Full backups occur every hour
- Critical backups occur every 5 minutes.
JPOS WebOrder -
- dramatically improved ordering logic:
- added remove item buttons
- added ability to change details for any items in the cart at any time
- now it takes fewer clicks to add items the cart
- all 2,100+ items in the Quick Lists are now available for sale on your website
May 2008
JPOS onOrder -
- added 16 more options increasing the total to 48 - these are used for sandwich
additions such as salt, pepper, mayo, oil etc.
- added ability to "ring up" any item inside the onorder screen. This
allows you to quickly total up phone orders that have both food and non-food items.
- added automatic delivery charge link. Automatically charges a Delivery Fee for
phone in orders marked for delivery. A specific report has been added to JPOS BackOffice
to track Delivery Fees charged.
- improved ability to do 1/2, 1/3, 1/4 or any other fraction of items such as pizza.
- added ability to go from the end of a food order, directly to the Subtotal screen
without having to stop in the POS screen.
March 18, 2008
BackOffice -
- QuickBooks Integration - added option to send Check to QuickBooks as Vendor credit
or Bill Payment.
March 17, 2008
BackOffice -
- added ability to link JPOS items (Customers, Vendors, Bank Accounts, Expense Accounts)
with QuickBooks accounts, in a format compatible with multi-store retailers
- added Export JPOS Checks to QuickBooks to list of integrated JPOS/QB features
- occurs automatically when using Export to QB button in the Reconcile Drawer dialog
box.
March 12, 2008
All programs -
- added button to convert short barcodes (UPC-E) to long version (UPC-A) to the
Item Properties, Search Database and Receive Inventory (Input Inventory process)
dialog boxes.
touchPOS -
- added native support for integration with DVR systems using GeoVision Version
8.1.2
March 11, 2008
touchPOS -
- added ability to specify the interval for ad rotation on the customer display
screen.
- improved data output format for GeoVision DVR security systems
- fixed communication error when initiating contact with non-GeoVision DVR security
systems
onOrder -
- added option to automatically print a consolidated order slip for any orders that
have been sent to more than one printer
BackOffice -
- re-discovered fix for running QuickBooks on Microsoft Vista and installing Intuit's
QBFC5 - You must have UAC turned on.
Checking -
- added ability to link Vendors, Expenses, and Bank Accounts to QuickBooks - they
are not auto-created when exporting invoices/orders to QuickBooks. This allows
multi-store chains will be able to have their own customer list of vendors and still
be able, for example, to link "Pine State Trading Company" from store
A, "PST" from store B, or "PineState" from store C all to the
same QuickBooks central company file where "Pine State Trading" is the
name of the vendor.
March 10, 2008
ordered NexGen fuel dispenser controller and Tokheim simulator from Allied Electronics